Top 5 Mutual Fund Websites for Advisors: Kasina
The market analytics company ranks websites based on content, quality, usability and personalization capabilities.
Fed’s Dudley: Don’t Panic (Yet) About Market Liquidity
Some commentators argue that overregulation is stoking a liquidity crisis, but the New York Fed president is skeptical — for now.
4 Benefits Commodities Bring to a Portfolio: DoubleLine
The portfolio manager of DoubleLine’s new Strategic Commodity Fund explains the rationale for investing in commodities.
Carl Icahn Warns America: ‘Danger Ahead’
In self-produced video, Icahn compares Trump to Teddy Roosevelt, Wall Street’s ethics (unfavorably) to the Mafia’s and low interest rates to a mystery medicine.
Sallie Krawcheck Launches Robo ‘Investing Experience’ Built for Women
Ellevest, a new digital platform for women, has raised $10M in a Series A funding round led by Morningstar. Mohamed El-Erian is among the investors.
Will Millennials Ever Be Able to Retire?
While two-thirds of millennials are saving for retirement, 15% plan on winning the lottery, and 11% expect to be gifted money, an IRI survey found.
4 Portfolio Strategies for When ‘Nirvana Period of Free Lunch’ Ends
A balanced portfolio that once saw double-digit returns likely won’t when monetary policy normalizes, Morgan Stanley's Lisa Shalett says.
3 Keys to Picking Active Retirement Investments: American Funds
Actively managed equity funds that met these three criteria historically generated more wealth for retirees compared with index portfolios, according to American Funds.
3 Strategies to Keep Medicare Premiums Low
What can advisors do for higher income clients to position them better to get the same Medicare coverage without unnecessarily high premiums?
Advisors Lure Million-Dollar Clients on Social Media
Some 17% of respondents to an American Century survey said they acquired business of at least $1 million in part because of social media.